Global TradFi & Macroeconomics

According to Jin10, on Monday Oct 12, offshore Chinese yuan bank lending rates (CNHHIBOR) showed mixed movement across tenors. The one-year rate rose to 1.77470%, marking its highest level since March 31.

Bank of America reported that yen depreciation from Q2 2025 to Q2 2026 occurred entirely during London and New York trading sessions, contrasting with Tokyo hours where the currency remained stable. The divergence stemmed from foreign investors selling yen to hedge Japanese equity positions amid

Andrew Sheets, Morgan Stanley's Global Fixed Income Research Head, stated on a podcast on the 9th (local time) that stress is building in credit markets, particularly in low-grade segments, even as the global economy continues to show resilience amid rising interest rates. Sheets explained that

According to Bank of America in a recent report shared on investing.com on October 11, Japanese yen depreciation from Q2 2025 to Q2 2026 concentrated in London and New York trading hours rather than Tokyo sessions. During Tokyo trading hours, Japan's improved balance of payments stabilized the yen's

According to Morgan Stanley, on Oct 9, global economic growth is showing greater resilience to rising interest rates than initially expected, but vulnerabilities are emerging in credit markets. Andrew Sheets, Morgan Stanley's global bond research chief, said in a podcast that 2026 could

According to Guru Club, Japan's Economy Minister Akira Akasawa called on October 12 for oil-producing and consuming nations to strengthen cooperation on building oil reserves and infrastructure across Asia to enhance regional resilience against supply disruptions. Speaking at an International

According to Bloomberg supertanker tracking data, 96 supertankers are expected to arrive in China within 90 days as of October 10, marking the highest level since late February and reflecting three consecutive weeks of increase. The data suggests a potential rebound in Chinese crude oil demand

According to JPMorgan Chase research dated October 8, software ETF IGV surged 21% since end of June, with infrastructure software up 78% year-to-date. The bank recommended Microsoft, ServiceNow, Cloudflare, and Snowflake, citing infrastructure software earnings upgrades and application software

According to SoSoValue data, HYPE spot ETFs recorded net outflows of $9.427 million during the week of October 5–9, 2026. The largest outflow came from 21Shares' THYP fund with $12.41 million in weekly net outflows, while Grayscale's Hyperliquid staking ETF HYPG led inflows with $1.95 million.

According to SoSoValue data, Solana spot ETFs recorded net outflows of $24.81 million during last week's trading days (October 5-9). Bitwise ETF BSOL led the decline with $20.94 million in weekly net outflows, while Grayscale's GSOL contributed $3.75 million. Morgan Stanley ETF MSOL was the only

According to SoSoValue data, XRP spot ETFs recorded net inflows of $11.31 million for the trading week ended October 9 (October 5–9 ET). Bitwise's XRP ETF led with $10.55 million in weekly inflows, bringing its historical total net inflows to $688 million. Combined XRP spot ETF assets

According to Morgan Stanley data, global AI-related debt issuance fell to $23 billion in September, less than half of August's volume, as investors increasingly scrutinize returns and market fundamentals. The decline marks a sharp pullback from June's peak of $113 billion. Morgan Stanley

According to ChainCatcher citing SoSoValue data, Bitcoin spot ETFs posted net outflows of $681 million during last week's trading (Oct 5-9). Fidelity's FBTC led outflows with $380 million, while Ark & 21Shares' ARKB saw $207 million in net outflows. Morgan Stanley's MSBT recorded the largest

According to SoSoValue data, Ethereum spot ETFs experienced net outflows of $542 million during last week's trading (October 5-9). BlackRock's ETHA recorded the largest weekly outflow at $477 million, though it maintains cumulative net inflows of $12.79 billion since inception. Ethereum spot ETF

According to BlockBeats, global markets this week (Oct 12) will focus on U.S. September CPI data to assess whether the Federal Reserve maintains its non-consecutive rate hike stance. Market pricing has dropped the odds of an October 28 rate hike to approximately 19%, while December rate hikes are no

At the opening of South Korea’s stock market on October 12, 2026, SK hynix shares fell 3.2% to KRW 1,627,000, equivalent to approximately $1,220, according to Gate stock market data. Compared with the All-Time High of KRW 2,987,000 reached in late June, the cumulative drawdown has approached 45%. The decline was not an isolated event. The Korea Composite Stock Price Index also weakened over the same period, while Samsung Electronics recorded a decline of approximately 1%. More importantly, fund

According to Yonhapinfomax, Bank of Korea Governor Shin Hyun-song said on October 12 that inflation would exceed the central bank's target level for an extended period due to sustained cost pressures and growing demand-side pressures. Shin also highlighted ongoing financial stability risks, citing c

According to CNBC reports and data from various sources, the AI boom has driven U.S. stocks sharply higher for years, while the labor force participation rate for workers aged 55 and over fell from 38.6% in August 2024 to 37.2% (Bureau of Labor Statistics data). Michael Burry, the real-life inspiration for the protagonist of the film The Big Short, publicly stated that he had converted some of his short positions in AI-related stocks into put options and moved up his timeline, believing the AI b

According to Guru Club, lithium carbonate futures on Guangzhou Futures Exchange dropped 9% today (October 12), trading at 108,020 yuan per ton.

According to Changer's chief economist Jonathan Carnes, the Reserve Bank of Australia faces a 50-50 decision on whether to raise rates in November, with employment data released Thursday and Q3 inflation figures due October 30 to provide clearer guidance. Carnes, a former senior manager at the